Y.D. More Investments Ltd Grows Stake in Cisco Systems, Inc. $CSCO

Y.D. More Investments Ltd increased its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 75.8% during the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 2,667 shares of the network equipment provider’s stock after buying an additional 1,150 shares during the period. Y.D. More Investments Ltd’s holdings in Cisco Systems were worth $185,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Vanguard Group Inc. grew its holdings in shares of Cisco Systems by 0.5% during the first quarter. Vanguard Group Inc. now owns 388,949,854 shares of the network equipment provider’s stock worth $24,002,095,000 after purchasing an additional 1,865,648 shares in the last quarter. Geode Capital Management LLC grew its stake in Cisco Systems by 1.2% in the 2nd quarter. Geode Capital Management LLC now owns 99,252,395 shares of the network equipment provider’s stock worth $6,864,058,000 after buying an additional 1,157,704 shares in the last quarter. Invesco Ltd. increased its holdings in shares of Cisco Systems by 10.4% in the 1st quarter. Invesco Ltd. now owns 47,117,146 shares of the network equipment provider’s stock worth $2,907,599,000 after buying an additional 4,437,450 shares during the last quarter. Goldman Sachs Group Inc. raised its position in shares of Cisco Systems by 37.4% during the 1st quarter. Goldman Sachs Group Inc. now owns 46,973,293 shares of the network equipment provider’s stock valued at $2,898,722,000 after buying an additional 12,775,066 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in Cisco Systems by 3.6% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 37,797,629 shares of the network equipment provider’s stock worth $2,332,492,000 after acquiring an additional 1,326,354 shares in the last quarter. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Cisco Systems Trading Up 1.3%

Shares of CSCO stock traded up $1.04 during mid-day trading on Monday, reaching $79.04. The stock had a trading volume of 2,721,382 shares, compared to its average volume of 20,982,623. The firm has a market capitalization of $311.48 billion, a PE ratio of 30.19, a price-to-earnings-growth ratio of 3.00 and a beta of 0.95. The stock’s 50-day moving average price is $69.87 and its two-hundred day moving average price is $67.56. The company has a current ratio of 1.00, a quick ratio of 0.91 and a debt-to-equity ratio of 0.49. Cisco Systems, Inc. has a 52-week low of $52.11 and a 52-week high of $79.50.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.98 by $0.02. The company had revenue of $14.88 billion for the quarter, compared to analysts’ expectations of $14.77 billion. Cisco Systems had a return on equity of 27.06% and a net margin of 18.45%.Cisco Systems’s quarterly revenue was up 7.5% on a year-over-year basis. During the same period last year, the firm earned $0.91 earnings per share. Cisco Systems has set its FY 2026 guidance at 4.080-4.140 EPS. Q2 2026 guidance at 1.010-1.030 EPS. Equities analysts expect that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, January 21st. Investors of record on Friday, January 2nd will be paid a $0.41 dividend. This represents a $1.64 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend is Friday, January 2nd. Cisco Systems’s dividend payout ratio is presently 61.65%.

Insider Transactions at Cisco Systems

In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 2,718 shares of the firm’s stock in a transaction on Thursday, September 11th. The stock was sold at an average price of $68.08, for a total transaction of $185,041.44. Following the completion of the transaction, the executive vice president owned 157,184 shares of the company’s stock, valued at approximately $10,701,086.72. This trade represents a 1.70% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, SVP Maria Victoria Wong sold 3,162 shares of the business’s stock in a transaction on Monday, August 25th. The shares were sold at an average price of $67.28, for a total transaction of $212,739.36. Following the sale, the senior vice president owned 31,468 shares in the company, valued at approximately $2,117,167.04. This trade represents a 9.13% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 33,089 shares of company stock worth $2,236,383 in the last ninety days. 0.01% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on CSCO. JPMorgan Chase & Co. lifted their price target on Cisco Systems from $80.00 to $90.00 and gave the stock an “overweight” rating in a research note on Thursday. Evercore ISI boosted their target price on Cisco Systems from $74.00 to $80.00 and gave the stock an “in-line” rating in a research report on Thursday. Rosenblatt Securities increased their price target on shares of Cisco Systems from $87.00 to $100.00 and gave the company a “buy” rating in a research report on Thursday. Erste Group Bank raised shares of Cisco Systems from a “hold” rating to a “buy” rating in a research note on Monday, November 10th. Finally, KeyCorp upped their price objective on shares of Cisco Systems from $77.00 to $87.00 and gave the company an “overweight” rating in a research note on Thursday. Sixteen investment analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Cisco Systems currently has an average rating of “Moderate Buy” and a consensus price target of $84.05.

Cisco Systems Company Profile

Cisco Systems, Inc designs, manufactures, and sells Internet Protocol based networking and other products related to the communications and information technology industry in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company also offers switching portfolio encompasses campus switching as well as data center switching; enterprise routing portfolio interconnects public and private wireline and mobile networks, delivering highly secure, and reliable connectivity to campus, data center and branch networks; wireless products include wireless access points and controllers; and compute portfolio including the cisco unified computing system, hyperflex, and software management capabilities, which combine computing, networking, and storage infrastructure management and virtualization.